Kinetic Partners Management, LP

Position in DDOG — Datadog, Inc.

CIK 1911448 Miami, FL

Position in DDOG

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$18,392,190

-$23,716,369 QoQ

Shares Held

155,800

-50.3% QoQ

Ownership

0.044%

of shares outstanding

% of Portfolio

1.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

7 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Kinetic Partners Management, LP holds $86,372,216 across 4 Software - Application names. DDOG ranks #3 (21.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	377,026	$44,722,824
2	FROG	JFrog Ltd	450,629	$21,148,018
3	DDOG	Datadog, Inc. This page	155,800	$18,392,190
4	NCNO	nCino, Inc.	140,800	$2,109,184

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$18,392,190	155,800	-50.3%	Shares	Sole	2026-05-15
2025-06-30	$42,108,559	313,471	+543.7%	Shares	Sole	2025-08-14
2023-12-31	$5,911,206	48,700	-57.9%	Shares	Sole	2024-02-14
2023-09-30	$10,539,113	115,700	+13.0%	Shares	Sole	2023-11-14
2023-06-30	$10,074,112	102,400	-76.5%	Shares	Sole	2023-08-14
2023-03-31	$31,667,189	435,827	+142.8%	Shares	Sole	2023-05-15
2022-12-31	$13,193,250	179,500	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.